---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Explore

# Exploring ServiceNow Otto for Setup (SPM) {#ariaid-title1}

Release version: Australia  
Updated May 25, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The ServiceNow Otto for Setup (SPM) consolidates setup processes for SPM applications into a single workspace, giving administrators a unified view of their configuration state.

## ServiceNow Otto for Setup (SPM) overview {#spm-config-console-explore__cf-exploring-parent-overview}

Setting up Strategic Portfolio Management (SPM) for an enterprise traditionally meant navigating between multiple administrative areas, one for Strategic Planning, another for Project Management, a third for Enterprise-Wide Deployment, and so on. Each application maintained its own setup in a different module, which could hinder the rollout of new SPM applications and made it hard to see the overall status of your organization's SPM configuration.

ServiceNow Otto for Setup (SPM) consolidates these setup modules into a single workspace. Modules in the Admin console are dependent on the license, so you see only the applications you're entitled to
configure.

## ServiceNow Otto for Setup (SPM) users {#spm-config-console-explore__cf-exploring-parent-users}

{#spm-config-console-explore__table_spm-config-console-users__entry__2}

| User | Description |
|-|-|
| System administrator | Uses the ServiceNow Otto for Setup console to configure all SPM applications and verify that the required configuration for all apps is complete. |
[Table 1. Users]

{#spm-config-console-explore__table_spm-config-console-users}

## ServiceNow Otto for Setup (SPM) workflow {#spm-config-console-explore__cf-exploring-parent-workflow}

A typical SPM rollout roughly moves through the modules in the following order. Each module groups setup items that an administrator can either complete or hand to the application owner
responsible for that area.  
1. Common setup to define shared organizational data, roles, and groups.
2. Financials setup to align currencies, fiscal periods, and budgeting structures.
3. Project Management and Demand Management setup to enable execution tracking and demand intake.
4. Strategic Planning and Portfolio Planning setup to enable portfolio planning and roadmap work.
5. Enterprise-Wide Deployment setup if your organization runs multi-partition SPM.
{#spm-config-console-explore__cf-exploring-parent-workflow-ol}

## ServiceNow Otto for Setup (SPM) benefits {#spm-config-console-explore__cf-exploring-parent-benefits}

{#spm-config-console-explore__table_spm-config-console-benefits__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| Find every SPM setup task from one workspace without switching between application admin pages. | [Modules in ServiceNow Otto for Setup (SPM)](https://servicenow-prod.fluidtopics.net/pr2NIOrbXiNurIKMGpN3ZQ "Module-by-module listing of the setup items that ServiceNow Otto for Setup (SPM) surfaces, with cross-references to the per-application configuration topic each item launches.") | System administrator |
| See only the applications you're entitled to configure based on your organization's SPM license. | License-aware module visibility | System administrator, SPM application owner |
| Reach the console from the same Admin Home page that hosts other product configuration entry points. | Portfolio Management card on Admin Home | System administrator |
[Table 2. ServiceNow Otto for Setup (SPM) benefits]

{#spm-config-console-explore__table_spm-config-console-benefits}

## What to explore next {#spm-config-console-explore__cf-exploring-parent-links}

To learn more about accessing and using ServiceNow Otto for Setup (SPM), see:

* [Access ServiceNow Otto for Setup (SPM)](https://servicenow-prod.fluidtopics.net/hDGRqLKeF4rhDqmKVX1jAQ "Use Open ServiceNow Otto for Setup from the Admin Home page to start setting up Strategic Portfolio Management (SPM) applications for your organization.")
* [Modules in ServiceNow Otto for Setup (SPM)](https://servicenow-prod.fluidtopics.net/pr2NIOrbXiNurIKMGpN3ZQ "Module-by-module listing of the setup items that ServiceNow Otto for Setup (SPM) surfaces, with cross-references to the per-application configuration topic each item launches.")
{#spm-config-console-explore__ul_explore-next}
**Related topics**   

* [ServiceNow Otto for Setup](https://www.servicenow.com/docs/access?context=ia-landing&version=australia&pubname=australia-platform-administration&ft:locale=en-US)